Starshield's 100mph Limit and CoreWeave's Debt Test
Ukraine says Starshield disrupted drones above 100mph. CoreWeave shares fell more than 15% as its bond yields neared 15%, while buyers and governments tested their control over AI access.
Google’s 3,590-MW Nuclear Deal Has 890 MW of New Capacity
Nuclear power contracts now allocate operating output, support restarts and uprates, and sponsor unbuilt reactors. Google identified 890 MW of new capacity—about 25%—inside its 3,590-MW Constellation agreement.
Google’s Willow Cuts Magic-State Errors 40-Fold
Google reports roughly 40-fold lower magic-state errors on Willow. Projections suggest T-state production could consume roughly 90% of a fault-tolerant machine’s physical qubits, but neither figure establishes the cost of a working factory.
Google says “magic state cultivation” works in practice on its Willow quantum processor, calling it a breakthrough that reduces errors by about 40x
We've shown that magic state cultivation works on Google Quantum AI hardware. — Google Quantum AI has demonstratively opened …
Bleecker Street says TikTok suspended the Musk documentary account for “political policy” violations and called the suspension “permanent”; Bleecker's appealing
Move comes just as Alex Gibney doc film expands to nearly 500 screens. Distributor Bleecker Street says it is appealing.
MapQuest adds a Surveillance Layer to its mobile app showing license plate readers and cameras from 10+ companies including Flock, using OpenStreetMap data
MapQuest will not go gentle into that good night. — The navigation software — which debuted in 1996 and was later eclipsed …
Zelenskyy says Starshield restrictions remain and are affecting only Ukraine, leading him to believe they are a “planned operation” rather than technical issues
Restrictions on Ukraine's military use of SpaceX's Starlink system appear to be deliberate and not the result …
Sources: HomeView units sat in warehouses for months; Apple plans a Nov. 6 store reset, likely for new Macs; iPhone Duo preorder mess could boost 18 Pro sales
Also: The company is planning Nov. 6 retail store reset, indicating potential Mac release date.
Anthropic says it's committing 5% of its shares to a Public Benefit Fund, for a total of ~20% with co-founder and staff pledges, plus 2% per 50% valuation rise
Today, we're committing a portion of Anthropic's shares to the Anthropic Public Benefit Fund, a new entity with a structure that increases the stake as the company grows.
Anomaly Innovations, behind coding agent OpenCode, says a breach hit ~1.4% of OpenCode Console users and their API keys, in a “large scale distillation attack”
A large-scale distillation attack against the company behind the open-source coding agent OpenCode exposed stored OpenAI …
Meta removes ToS language that suggested it could scrape websites “associated with” business accounts, saying it applied only to “ads and business products”
Language that experts say allowed the scraping of news sites to train its AI has been removed from Meta's terms.
Turkish police detained Hex and PulseChain founder Richard Heart on Oct. 14, seizing $7M+ in cash and six cold wallets; HEX fell nearly 50% on initial reports
Turkey's justice minister said Heart's wife and three bodyguards were also detained, and that searches turned up guns, ammunition, watches and jewelry.
DeepSeek releases V4.1-Flash-1017, an update it says offers “stronger benchmark performance, faster task completion, and shorter outputs” than its predecessor
DeepSeek released an update of its AI model this weekend that it says is faster and leaner, ramping …
GTCR and Elliott agree to acquire and take private CCC, a Nasdaq-listed car insurance software provider, for $4.6B; the deal values CCC at $6.1B including debt
GTCR and Elliott Investment Management are acquiring car-insurance software provider CCC Intelligent Solutions Holdings Inc …
An interview with Microsoft CEO Satya Nadella on the Nvidia RTX Spark-powered Surface Laptop Ultra, plans to make Windows a safer OS to run AI agents, and more
My exclusive interview with Satya Nadella on the new Surface Laptop Ultra and Microsoft's plan to make Windows safer for AI agents
Filing: Disney agreed to hire 60+ staff from Character.AI and pay them ~$180M over three years, plus $30M for retention awards; a bankruptcy judge must approve
More than 60 workers at Character.AI are being offered a lifeline from the media giant … Soft Landing — Layoffs are common in bankruptcy.
Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC
Samsung Electronics (005930.KS) will use TSMC's (2330.TW) 3-nanometre process to produce base dies for Nvidia's (NVDA.O) …
As AI giants rack up potential legal liabilities of tens of billions amid safety incidents, insurers worry claims may outpace limits on existing coverage
The artificial-intelligence industry's phenomenal rate of growth means claims have the potential to outpace the limits on existing coverage
Microsoft Surface Laptop Ultra review: powerful, useful Magnetic Connect port, bright screen, but heavy, loud, and Windows doesn't take advantage of RTX Spark
A profile of Alexandr Wang, who sources say is “an operator”, had “all” of Zuckerberg's support during Meta's AI revamp, and is being touted as his successor
The 29-year-old in charge of the company's Superintelligence Labs is being touted as a potential successor to Mark Zuckerberg
Microsoft cancels its deal to be the anchor tenant and rent 23K Nvidia AI chips at Nscale's Essex, UK, data center, which may not get grid power until the 2030s
US tech giant pulls the plug on Nscale deal in threat to multibillion-dollar listing — Microsoft has pulled …
Apple updates App Review Guidelines to crack down on AI nudify apps and apps that reveal undocumented capabilities, like nudification, after app review
Sources: Anthropic is consulting law firms on deal negotiation tactics as it develops AI agents to negotiate on humans' behalf and interact with AI counterparts
Tech companies are being forced to confront the rules of negotiation when machines act on humans' behalf
Duvo, which develops tech to automate business processes across enterprise systems, including ERPs and legacy apps, raised a $32M Series A led by Balderton
Waymo plans to launch its robotaxis in Toronto in 2028 in partnership with Element Fleet Management, the company's first deployment in Canada
An interview with Apple's new VP of the App Store, Carson Oliver, on Apple's gaming vision, Apple Arcade, providing tools for indie game developers, and more
Back when Apple Arcade launched in 2019, there was a resounding belief among gamers that the mobile gaming service wasn't long for this world.
An interview with YouTuber Benn Jordan, who recently testified in Congress against license plate readers, on Flock, privacy, the surveillance backlash, and more
Today, I'm talking with Benn Jordan, musician, YouTuber, researcher, and investigative journalist.
A profile of Blackstone President Jon Gray, who is making AI his biggest bet, has built a $200B data center empire, and is building a cloud venture with Google
From data centers and chip financing to AI advice on potential deals, the technology is everywhere at the alternative-investment giant
Anthropic report on how AI is changing employment at the startup: decline of entry-level technical hiring, productivity boom across departments, and more
Reach Security, which develops AI-powered exposure management tools for securing enterprise systems, raised a $50M+ Series B led by Top Tier Capital Partners
Holyvolt, which develops AI tools for making and testing new battery materials, raised $45M from Zone II, CC.VC, and others, a source says at a $245M valuation
Steven Prast is old enough to remember when a mobile phone came in a bag. It was too heavy to carry around, so most people mounted it in the car.
Montevideo, Uruguay-based Scanntech, which develops market intelligence tools using POS data, raised $180M in a Series F led by L Catterton and Partners Group
Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases
How many young AI cloud providers can the market, and Nvidia, support? — That's one of the big questions after a week …
London-based Scarlet, which certifies AI and software for medical devices, raised a $50M Series B led by Headline to support its US and Asia-Pacific expansion
NAND flash maker Kioxia has lost two-thirds of its market cap since its June peak, when it became Japan's most valuable listed company, as Chinese rivals emerge
Sources: Nscale faces investor pushback on its ~$30B IPO valuation, with some urging a lower valuation of $16B to $19B, as Microsoft exits a UK data center deal
Nscale Ltd. is facing opposition to the valuation target it's pursuing in its initial public offering, according to people familiar …
AI debt worries mount as CoreWeave's bond yield tops 15%, insuring SoftBank debt gets pricier, and some Oracle debt trades near 80 to 90 cents on the dollar
Debt trouble at CoreWeave, Oracle and SoftBank raises questions about whether there are broader problems with the data center build-out.
RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credible
A vast bet on the future of the technology is running into the unforgiving economics of the physical world